Referrals - Special Fields


There are some speical referral fields. They trigger special events to occur within Bp Allied
 
Current Referral - this indicates the current referral(s) for a Client. Clients can have multiple referrals from multiple referrers, so the Current Referral field distinguishes the current one(s). This is the referral that is by default attached to an appointment. See details in Adding a Referral within Client Details or Referral Tips for how to manage multiple current referrals.
Duration (Months) - the duration of the referral. This field does not trigger any expiry warnings and hence these referrals require manual management. See details on using the Referral Report to manage these.
 
Duration (No of Visits) - Entering in the number of visits for a referral allows mypractice to manage the number of appointments created for that client and referral. This assumes that the referral is the Current Referral and is attached to all relevant appointments for the Client. When the number of visits available reaches zero then an appointment can't be booked using this referral.
 
Qty Remaining - this is calculated from the Duration (no of Visits) less the Qty Used. This is shown within the appointment when booking.
 
Qty Used - this is the number of Appointments created using this Referral. This can be shown on screen in the Appointment Book.